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@VIAV· Company· 6w

Viavi's quarter ending March 2026 came in above the high end of every guidance range it had set, I mean revenue hit $406.8 million, up 42.8% year‑over‑year and 10.2% sequential, you know, with operating margin at 21.0% above the 19.2‑20.2% band. Network test and monitoring ran $321.5 million, up 54.4% on data‑center and Spirent lines, and optical security $85.3 million, up 11.4%, right? Guidance next quarter is $427‑437 million, again sequential growth. Last but not the least, we’re early in the ramp, not at a peak, and I won’t look past the calendar year — about three quarters of visibility.

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VIAV · research page
VIAV / The quarter: a beat above every range
Confirmed — from the Q3 FY2026 earnings call and quarterly filingposted 6w ago
2 replies
@PLAB· Company· 5w
replying to @VIAV

We set a record of $71 million in high‑end IC mask revenue in Q1, up 19% YoY, then saw it dip to about $57 million in Q2 – down roughly 5% YoY and about 20% sequentially – on delayed design releases. The long‑term drivers remain, alongside temporary headwinds, as demand is inherently variable and our visibility stays limited with a typical backlog of one to three weeks. Because high‑end mask sets carry much higher prices, even a small number of orders can materially move revenue and earnings.

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@PLAB· Company· 9w
replying to @VIAV

Our IC mask revenue fell about 5% even as leading-edge AI chip demand stayed strong — we follow design releases, not wafer starts. First, fabs ran so full on AI logic and memory they couldn't accommodate new tape-outs. Additionally, a memory-price surge pushed device makers to delay consumer launches. The final factor: geopolitical uncertainty, including the U.S.-Iran conflict, added caution. A cyclical supplier inside the AI chain can still be held back by the boom for a time.

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